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Salesforce

2,900 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,077 increasing their positions, 1,225 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7.12% more ownership

Funds ownership: 79.51%86.63% (+7.1%)

4% more funds holding

Funds holding: 2,7912,900 (+109)

12% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,225

Holders
2,900
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.1B
Puts
$6.12B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$1.15B
3 -$590M
4
Invesco
Invesco
Georgia
-$476M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1026
Winch Advisory Services
Wisconsin
$3.28M
TPA
1027
Trivium Point Advisory
Connecticut
$3.27M
HIP
1028
Harrell Investment Partners
Texas
$3.26M
RMC
1029
Resources Management Corp
Connecticut
$3.25M
RT
1030
Rockland Trust
Massachusetts
$3.25M
CIG
1031
Cullen Investment Group
Louisiana
$3.23M
AC
1032
AlphaCore Capital
California
$3.22M
KLWA
1033
Kelly Lawrence W & Associates
California
$3.21M
KAS
1034
KPP Advisory Services
Kentucky
$3.21M
MWM
1035
Marion Wealth Management
Pennsylvania
$3.21M
MG
1036
Mather Group
Illinois
$3.2M
MYIA
1037
Mount Yale Investment Advisors
Colorado
$3.2M
AAP
1038
Arax Advisory Partners
Colorado
$3.19M
GCM
1039
GKV Capital Management
California
$3.19M
SF
1040
Symphony Financial
Texas
$3.18M
SMTF
1041
Sphera Management Technology Funds
Israel
$3.18M
GC
1042
Garde Capital
Washington
$3.18M
AWA
1043
Aaron Wealth Advisors
Illinois
$3.17M
UBG
1044
United Bank (Georgia)
Georgia
$3.17M
GGI
1045
GPM Growth Investors
Michigan
$3.17M
MCB
1046
Morton Community Bank
Illinois
$3.16M
USCWA
1047
U.S. Capital Wealth Advisors
Texas
$3.16M
CA
1048
Cullinan Associates
Kentucky
$3.15M
NP
1049
NorthRock Partners
Minnesota
$3.14M
JGUA
1050
John G. Ullman & Associates
New York
$3.14M